Approaching Events as a Tool to Grow Your Business and Deepen Impact
Monday, April 29, 2024
No items found.
April 2024
Approaching Events as a Tool to Grow Your Business and Deepen Impact
Included topics
No items found.

Amanda Baker, family offices, and Lily Louis, senior associate of product operations and strategy, break down how advisors can leverage events to generate opportunities for impact and client engagement.

by Amanda Baker and Lily Louis

Key Points: 
  • By providing unique and engaging experiences around sustainability that go beyond charts and numbers and into the experiential, advisors can leverage events as powerful tools for deepening relationships with clients and prospects. 
  • Events offer not only opportunities to foster deeper client relationships but also more direct avenues for extending impact. By curating gatherings centered around sustainability, such as panels, dinners, and workshops, advisors can help their clients foster a deeper understanding of real world solutions for the issues they care about. 
  • We also consider events as excellent mediums for amplifying the voices of our partners, catalyzing collaboration and forming networks of impact-focused individuals focused on building a better future. 

At Ethic, bringing community together has always been a part of our company culture, whether at our headquarters in New York or visiting our partners across the country. As a result, we’ve helped firms discover how sustainability can play into their practice through not only  portfolio construction and reporting but also events. Over the past 9 years, we’ve hosted a variety of events centered around sustainability and impact that have allowed our advisors to deepen their connection with their clients. These have included intimate sustainability-focused dinners during which we work with sustainability-focused chefs and sommeliers or are hosted at farm-to-table restaurants. We have also hosted larger panel events where we’ve heard presentations from a wide range of experts across the issues reflected in our clients’ portfolios, from gender equity to sustainable agriculture. 

When it comes to family offices, events can provide a particularly impactful opportunity for advisors to grow their business. Whether it’s a dinner or a panel, events allow firms to invite their clients and prospects to an engaging experience around sustainability that goes beyond charts and numbers and into the experiential. In our experience, the key to maximizing these opportunities lies in letting the theme of impact guide the event. We have done this by highlighting the ways to make a difference through personal behaviors, highlighting impact-focused brands in party favors, hearing from sustainability-focused chefs, and reflecting on values together. Events provide intimate ways to showcase all the different ways to have impact—from choosing which companies to support as a consumer to the foods with which to feed your family, and, of course, choosing to align investments with values. 

Hosting an event with Ethic helps foster deeper relationships with clients and prospects through engaging around personal values and shared experiences. The opportunity is also helpful for advisors looking to grow their network and community, as they can invite a small group of prospects and encourage each to bring a friend. We’ve seen strong follow-up engagement with prospects after sharing time and connecting around values, and the learnings Ethic shares afterward are a helpful starting point for the advisor to kick off a lasting relationship. What’s more,  hosting a dinner with Ethic can be a great way for advisors looking to grow their brand as impact-focused to establish themselves in their community. 

Here is one particularly delightful example. In February of this year, Ethic co-hosted a themed dinner with our partners at Caprock during which a group of 13 impact-driven women from the Seattle area came together for an interactive workshop to explore their values, share food, and connect with other women in their community. 

Here’s what Nicki Northcott, client advisor at Caprock, had to say about the event: 

“Partnering with Ethic on our Love & Legacy dinner was impactful on so many levels. Not only did the event strengthen my relationships with prospects, COIs and other community members, but it led to new relationships, and friendships, between attendees. The dinner was an amazing space for everyone to get curious about their values and how, through investing and otherwise, we can have impact."

Events offer not only opportunities to foster deeper client relationships but also more direct avenues for extending impact. These gatherings serve as potent platforms for bringing together diverse communities that may not have intersected in the past. By curating this diverse guest list, advisors can help their clients foster cohesion across industries through connecting over shared values.

Moreover, Ethic utilizes events to educate our clients on the issues they care most about and explore a myriad of solutions. Through engaging discussions, workshops, and presentations, attendees are empowered to confront challenges head on and explore innovative approaches to address them. This not only sparks dialogue but, ideally, also inspires tangible actions. Additionally, we aim to amplify the voices of our partners to inspire broader collaboration. We connect activists, sustainable chefs, and industry leaders, among others, to catalyze networks of change-makers, growing solidarity and collective agency in addressing complex global issues.

How we define and achieve impact is informed by our experiences, our skill sets, and often our world views. There is no ‘right’ definition of impact or a single means to attain it. In fact, we need an entire toolkit of approaches to mitigate some of the great challenges facing humanity today. 

Sustainability-centric events are another tool for advisors to both deepen relationships with clients and extend their impact.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Request a demo
Please enter your first name
Please enter your last name
Please enter a valid email address
* By submitting, you agree: the personal data you have provided will be processed for purposes of providing you the best service possible. Your data will not be transferred nor assigned to third parties. You can exercise your right to access, rectify and delete your data, as well as the other rights granted by law by sending an email to For further information, please check our privacy policy at
Thank you.
Thank you for getting in touch. Keep an eye out for a confirmation message in your inbox.
Oops! Something went wrong while submitting the form. Please try again.
Sources and footnotes

This material includes commentary from Nicki Northcott, an advisor with Caprock, which is a Client of Ethic Inc. No direct or indirect compensation was provided for Client’s participation in the creation of this material. There are no known conflicts of interest resulting from Ethic Inc.’s relationship with Client. 

Ethic Inc. is a Registered Investment Adviser located in New York, NY. Registration of an investment adviser does not imply any level of skill or training. Information pertaining to Ethic Inc’s registration or to obtain a copy of Ethic Inc.’s current written disclosure statement discussing Ethic Inc.’s business operations, services and fees is available on the SEC’s Investment Adviser Public Information website – or from Ethic Inc. upon written request at Information provided herein is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Any subsequent, direct communication by Ethic Inc. with a prospective client shall be conducted by a representative of Ethic Inc. that is either registered or qualifies for an exemption or exclusion from registration in the state where a prospective client resides. Information contained herein may be carefully compiled from third-party sources that Ethic Inc. believes to be reliable, but Ethic Inc. cannot guarantee the accuracy of any third-party information.

Ethic Inc. does not render any legal, accounting, or tax advice. Ethic Inc. recommends all investors seek the services of competent professionals in any of the aforementioned areas. Ethic Inc. cannot provide any assurances that any investment strategies, simulations, etc. will perform as described in our materials. ALL INVESTMENTS INVOLVE RISK, ARE NOT GUARANTEED, AND MAY LOSE VALUE. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY.



Amanda Baker graduated from Tufts University with a B.S. in Environmental Engineering and minors in engineering management and child development. Amanda worked at Goldman Sachs for two years in physical commodities before joining Ethic.

Lily Louis works on product and strategy on the sustainability team. She is motivated by and passionate about building new roads to impact. Previously, Lily interned with Ethic on the sustainability research team while studying for her B.A. in Philosophy, Politics and Economics at Brown University.

Included topics
No items found.